节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：5/10
PT Amman Mineral Nusa Tenggara（AMNT）作为PT Amman Mineral International Tbk.（AMMN）子公司，已获政府批准，本周将开启铜精矿出口。AMNT总裁Rachmat Makkasau称，虽仍在等贸易部出口许可，但对此乐观。自佐科威总统执政年中起，铜精矿出口受限，不过特定条件下矿业公司可申请延期。依据获批出口许可合同，AMNT将向韩、日、中、菲出售铜精矿，优先利用现有许可。此前，AMNT获48万干公吨铜精矿出口推荐信，有效期从2025年10月31日至2026年4月。
AMNT铜精矿出口销售自...矿产量达310,143干公吨，其中273,506干公吨已送冶炼厂处理。
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Since the AMMN smelter is under repair until the first half of 2026, how can AMNT ensure the stable supply of copper concentrate for export to China and South Korea as planned? Also, given the production target and existing inventory, will the potential export volume meet the expectations of these t…